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Crestwood Advisors Group, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crestwood Advisors Group, LLC on AGG, newest first. How the timeline and the estimate are built.

Crestwood Advisors Group, LLC held 1,207,232 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,207,232 shares
    Change vs previous 13F +67,990 shares

    1.77% of the 13F portfolio, value $119,492,796.

    13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,139,242 shares
    Change vs previous 13F +81,552 shares

    1.9% of the 13F portfolio, value $113,091,966.

    13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,057,690 shares
    Change vs previous 13F +41,422 shares

    1.76% of the 13F portfolio, value $105,642,648.

    13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,016,268 shares
    Change vs previous 13F -38,293 shares

    1.73% of the 13F portfolio, value $101,880,842.

    13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,054,561 shares
    Change vs previous 13F +34,475 shares

    1.87% of the 13F portfolio, value $104,611,491.

    13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,020,086 shares
    Change vs previous 13F +52,184 shares

    1.92% of the 13F portfolio, value $100,906,951.

    13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 967,902 shares
    Change vs previous 13F -71,080 shares

    1.76% of the 13F portfolio, value $93,789,721.

    13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,038,982 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $105,218,707.

    13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).